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Disclosery

TFO Wealth Partners, LLC: VBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFO Wealth Partners, LLC on VBIL, newest first. How the timeline and the estimate are built.

TFO Wealth Partners, LLC held 45,804 VBIL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,804 shares
    Change vs previous 13F -4,091 shares

    0.38% of the 13F portfolio, value $3,466,479.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,895 shares
    Change vs previous 13F +6,924 shares

    0.51% of the 13F portfolio, value $3,774,563.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,971 shares
    Change vs previous 13F +7,163 shares

    0.49% of the 13F portfolio, value $3,241,319.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,808 shares
    Change vs previous 13F +4,702 shares

    0.44% of the 13F portfolio, value $2,707,636.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,106 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,350,058.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).